We are live on ! Find out more
EWX icon

State Street SPDR S&P Emerging Markets Small Cap ETF

127 hedge funds and large institutions have $425M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 64.27%64.3% (+0.03%)

1% less capital invested

Capital invested by funds: $427M → $425M (-$2.34M)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

3% less funds holding

Funds holding: 131127 (-4)

38% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 45

90% less call options, than puts

Call options by funds: $238K | Put options by funds: $2.34M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
28
Reduced
45
Closed
20
Calls
$238K
Puts
$2.34M
Net Calls
-$2.1M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
126
First Manhattan
New York
$1K +$1.59K +28 New
MWM
127
Merriman Wealth Management
Washington
-$2.92M -49,291 Closed
HighTower Advisors
128
HighTower Advisors
Illinois
-$2.32M -39,030 Closed
KM
129
Kalos Management
Georgia
-$944K -15,588 Closed
SFG
130
SNS Financial Group
Minnesota
-$376K -6,345 Closed
BCM
131
Brookstone Capital Management
Illinois
-$372K -6,339 Closed
UCFA
132
United Capital Financial Advisors
Texas
-$222K -3,742 Closed
NGA
133
Naples Global Advisors
Florida
-$222K -3,736 Closed
CAG
134
Csenge Advisory Group
Florida
-$207K -3,379 Closed
RPCONE
135
Retirement Planning Company of New England
Rhode Island
-$87K -1,472 Closed
CA
136
CoreCap Advisors
Michigan
-$36K -613 Closed
PFGIA
137
Patriot Financial Group Insurance Agency
Massachusetts
-$30K -500 Closed
RIA
138
Richwood Investment Advisors
Ohio
-$20K -330 Closed
MAM
139
Mystic Asset Management
Rhode Island
-$16K -275 Closed
CSWM
140
Cassady Schiller Wealth Management
Ohio
-$13K -225 Closed
AWA
141
Amplius Wealth Advisors
Pennsylvania
-$10K -172 Closed
AWM
142
Activest Wealth Management
Florida
-$2K -36 Closed
KCM
143
KRS Capital Management
Michigan
-$1K -28 Closed
Citigroup
144
Citigroup
New York
-$1K -14 Closed
CA
145
Crewe Advisors
Utah
+$399 +7 New

EWX Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2022, worth a combined $425M — down 0.55% from $427M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EWX and 19 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 28 added.

The largest buyer was IndexIQ Advisors, adding an estimated $18.5M. The largest seller was Creative Planning, cutting an estimated $10.1M.

  • 127 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2022, down from 131 in Q4 2021.
  • Funds reported $425M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2022, down 0.55% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2022 and 20 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2022 was IndexIQ Advisors, an estimated $18.5M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2022 was Creative Planning, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2022.